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4356 Cochran St, Simi Valley, CA 93063 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ai Financial, Inc. | Simi Valley | CA | 01/2004 | Present |
Currently provide tax preparation and accounting services through A.I. Financial, Inc. The address is 4356 Cochran St., Simi Valley, CA 93063. Have been providing these services for over 20 years. And spend approximately 3-4 hours a day. These services are not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-22 |
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